the challenge | Like many service organizations, our client—a global financial
services company—had a lengthy "to do" list. In the face of industry
consolidation and change, its people were struggling to absorb and integrate
a series of major acquisitions and the product lines and distribution
channels that came with them. At the same time, in an effort to deliver on a
strategic promise to "reinvent" their category, the institution was working
to build a new marketing strategy organization. On top of it all, the
company needed to develop new opportunities while maintaining profitability
in the short term.